Financial Portfolio Manager

3 weeks ago


Reading, Reading, United Kingdom Pro Talent Full time

Financial Portfolio Manager

We are currently working with a top-ranked accountancy firm in Newbury to recruit a highly skilled Financial Portfolio Manager.

About the Firm:

  • The firm offers a broad range of accounting and business advisory services to its clients.
  • They pride themselves on being forward-thinking and embracing technology to drive innovation.
  • With a great working environment and a strong reputation, this firm is an excellent place to advance your career.

About the Role:

  • You will be responsible for managing a portfolio of clients, providing expert financial guidance, and developing strong relationships with key stakeholders.
  • A working knowledge of CCH would be beneficial in this role, as you will need to stay up-to-date with industry developments and best practices.
  • The ideal candidate will have a strong understanding of taxes, including income tax, corporation tax, VAT and inheritance tax.
  • You will also have experience working with international clients and be proficient in various software applications.

Key Requirements:

  • This position is open to experienced accountants who hold ACA or ACCA qualifications and have a minimum of 8+ years' experience within Accountancy Practice.
  • Prior experience working with a variety of software applications is essential for success in this role.

About the Opportunity:

This is a unique opportunity for a highly skilled Financial Portfolio Manager to join our team and contribute to the growth and success of our clients. The estimated salary for this position is £60,000 - £80,000 per annum.



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